 Hello everyone, I am Sanjay Gupta and I welcome you all on Sanjay Gupta Tech School. So we'll wait for couple of minutes so that folks can join and then I will be starting today's session. Hello everyone. So as you can see, today's topics are, we need to check how we can create duplicate and matching rules. Then we need to see how we can use activities component. Then we'll see audit trails so that we can see the backlog like which user changed what and feed and field history tracking. So these are the topics which we are going to discuss today. And before starting the session, I just want to update you. I updated the FAQ document, so I documented all the questions. Those are asked by you in yesterday's session along with the answers. So if you have not gone through with that FAQ document, so you can just review. I'm updating that on daily basis. Yes, Shriya is asking for day one session recording. So like tomorrow, we don't have any session, so I will be rerecording that and it will be available to you by the end of tomorrow. So many people are asking for that recording, so I will be rerecording and it will be available because it is day one session, so it is important. Okay, so let's move further. So this is me taking your sessions daily and this is our day seven. Then I hope you are following all the virtual learning best practices, so just want to tell you like go and check FAQ document where all the questions those you ask on daily basis so that I recorded along with the answers. And I hope you are practicing day wise exercise as well. And I can see like lots of people are asking doubts while they are practicing, so this is good. And I'm trying to reply on their questions as much as I can. So keep doing these things every day so that you can build strong foundation because like if you learn properly, you will be able to clear the certifications and basis on that your knowledge and certification will bring you role in Salesforce ecosystem. So this way we are running sessions on daily basis. First I explain the topics and do the demo and then you ask all the questions. So please subscribe, follow and share as much as you can because if I take you to the slide. So if we see the slide so this slide I showed you in the day zero session like I just launched this bootcamp in that day zero session. And I told you like week by week we will be learning different concepts of Salesforce. So you can see how quickly time flies. We are about to complete our week two today, right? So week one is already completed. We are in week two and today we are able to wrap our all admin related concepts which are useful. And next week we will be learning about reports and dashboard. So I hope you can share or pass these words to your friends, colleagues, juniors, seniors like those who want to switch to Salesforce ecosystem. They want to begin their journey so they can start from next week as well because I just completed admin concepts. And I think those who are beginner, they are not efficient in upcoming topics. So you can see in week three we will be covering reports and dashboards. So I will be creating day-wise exercise for that. Then in week four I will be covering data security which is the most important topic of admin. And then we'll see end-to-end admin project. So week three, four, five are so much important for you. And then in week six, seven, the powerful tool of Salesforce that is lightning flow through which we can build automation. Right? So just want to remind you the timeline so that you can have enough trust in me because it is very important to have trust in the instructor. Because there are many bootcamps are running but this is different because here I'm running this bootcamp for almost 20 weeks. And in each week I'm going to cover a different topic so that you can learn Salesforce end-to-end both admin as well as development. So moving further, sorry. So let's start with today's topic. So this is duplicate and matching rule. Welcome Saritha. I just read you are from Singapore. So welcome to this bootcamp and you can find all the details related to bootcamp in the description of each video. So we are following a session tracker where all the session related information is available so you can follow that. Okay. So coming to the topic, so we have two types of rules available in Salesforce. So whenever you want to prevent creation of duplicate records. So for example, if you want to create student records, so as we created student object, we created its tab and we can create lots of student records. Right? So now there is a requirement. If you want to create multiple student records and you want to apply a check, like if there is two students whose email ID is same or whose phone number is same. If their first name, last name matches. So if you want to apply that kind of duplicate rule, so we have one option that is duplicate rule. So it shows either warning or block record creation and updation in case of duplicates. So we have two options. Either we can show the warning or we can block record creation or updation. Right. So later we can create reports on duplicate records as well. The reports we will be covering in the next week. So in next week, I will tell you like how you can create reports on duplicate records. And then we have matching rule. So matching rule says we need to set the criteria for duplicate check. So if you want to create a duplicate rule, so along with duplicate rule, you need to create a matching rule as well. Right. So both goes together. If you have created matching rule, then only you will be able to have your duplicate rule. Right. So I'm going to show you how we can create duplicate rule. So here you can see we have this student object and here we have lots of records already created. Now let's see how we can create duplicate rule. You need to go to setup under home. You can search for duplicate rule. So here you will find two options. First one is duplicate rule and second one is matching rule. Right. So, so here you can see first we need to select the duplicate rule option. So if you select duplicate rule option, so you will see these options available. So here you can see three rules are already available. So the rules which are already available, they are standard. Right. They are standard and they are created by default and provided by Salesforce. Right. So if you want to create your custom duplicate rule, so that is possible. And if you want to create that, so you just need to click on this new rule option. And here you will see available list of objects. Right. So we have account, we have contact, we have lead. These are standard and individual as well. Then we have class instructor, STD class and student. These are custom objects that I created. Right. So it depends on you, which type of like on which object you want to create your duplicate rule. Okay. So now I'm going to create duplicate rule on student object. So here you can see this interface. So this is important to understand. So first of all, you need to apply the rule name. Like on like what will be the duplicate rule name. So prevent duplicate student. So this way I provided this rule name. If you want to provide any description, so you can provide here. Then we have objects. So we already selected student as object. Then we have record level security. So it is important to understand. If I click on this help text, so it shows me this pop up. So it basically explains the difference between enforce sharing rule and bypass sharing rule. So basically in sales force, you can apply data security. Data security means you can restrict access of records. Right. So as you already know, we create users in this org and you can restrict access of records amongst users. So if you restrict access of records, then if you want to open up, if you want to share those restricted records by any chance, so you can create sharing rules. So here we have two options. We can enforce sharing rule and we can bypass sharing rule. Right. So if you want to enforce sharing rule, you can select first option while creating duplicate rule. And if you want to bypass sharing rule, so you can select second option. Right. So now read this help text. So it says, if you select enforce sharing rule, the matching rule compares only records that the user has access to. And the resulting list of possible duplicates includes only records the user has access to. So what will happen if you are trying to create a duplicate record? So duplicate will check, duplicate rule will check the records which you have access. The records which you don't have access. So those records won't be checked for duplicate. If you select bypass sharing rule, the matching rule compares all records regardless of user access, but the resulting list of possible duplicates includes only records the user access to. Right. So if you bypass sharing rule, so duplicate check will apply on all the records, but you will see the records that you have access to. For duplicate check, like this sharing rule will be bypassed. Otherwise it will be applied. So it depends on your choice or business requirement. So accordingly, we can select particular option. Now, so right now we don't have any sharing and security applied. So if you choose anyone that will work similarly. Now we have actions. So this is important. So in the slides I showed you, if you want to create a duplicate rule, so you will be having two options. One, you can allow duplicate record creation. So it will show you warning. Like you are about to create duplicate record. And if you don't want to create duplicate record, then you can select block. Right. So if you select allow, so you can check alert. Like if you want to see alert masses. And if you want to create reports on duplicate record, so you can check this checkbox. Right. So first option is for create and second option is for edit. And options are same. Allow and block. Right. And your alert text, you can write here. So it is standard. If you want to modify, you can. Right. So here I'm checking the checkboxes. So whenever we create duplicate record, so duplicate record creation will be allowed, but alert will be there. Now if I go down. So here you can see we need to select the matching rule. So right now there is no matching rule available for this object. Right. So before creation of this matching rule, if we go down, so here you can see we can apply optional condition. Like which records you want to include for duplicate check. So if you want to apply any condition, you can. Right. So it is optional. It will be depending on the requirement. Okay. So let me just see if there is any question relevant to this. So I can see what is the real time scenario where we'll be using duplicate rule and matching rule. So real life scenario is like if you are creating student record and you want to restrict like same student record won't be available twice. So how you can check that either you can check the email ID for duplicate or you can check phone number or you can compare the names. Right. So it depends on particular field which you want to consider. Then which of both is recommended bypass or the other one. So it will be depending on the business requirement. Right. So if you want to include all the records for duplicate check, so you will bypass. If you don't want to include all the records, you just want to include those records which are accessible by the user. So you can enforce sharing rules. Right. So, so I think I answered. So what is the use of duplicate rule? This is also answered. Is this mandatory to have activated either standard? Yeah. So it is mandatory mandatory to activate the rule. Otherwise it won't be applied. Yeah. If it is activated, so it will work for bulk insert as well. Yeah. So enforce sharing rule and bypass sharing rule. So I can just show you this help text if you didn't understand. So you can just read it. So enforce means the duplicate check will be applied for only those records which you can access the logged in user. And if you select bypass, it means all the records will be checked for duplicate if you have access or not. So this is the simple difference. Right. So there is one more question difference between matching rule and entry condition. So entry condition means if you specify any entry condition, it means if that condition fulfills, then only that record will be considered for duplicate check. If that condition doesn't match, then that record will be not considered for duplicate check. If the condition entry condition matches, then only this matching rule comes in the picture. Right. So if you provide any condition here, so that will be the first entry check. If that condition satisfies, then rule will check the matching rule. If it matches, then only your like warning or error messages will be displayed accordingly. Okay. So now I'm going to create matching rule and I will take the questions later on. So right now I'm just leaving this entry condition. I'm trying to create new matching rule. So see carefully when I will be creating new matching rule. So it will be saving this duplicate rule automatically. So save your duplicate rule and we will redirect you to create your new matching rule. So I'm just clicking on save duplicate rule. So duplicate rule will be saved and it will automatically redirect you to create matching rule. So here you can see we have one step to configure matching rule. Name is populated automatically. It is same as duplicate rule. Now here you can apply the condition. Right. So we have several fields. So you can select any field, whichever you want. So right now I'm selecting name. So I want to restrict duplicate record creation basis on name. If two names matches exactly, so I want to prevent that record creation. So right now I selected allow. So it will give you warning. If you select block, you won't be able to create duplicate record having same name. Then we have match blank fields. So it may happen like you have two records where name is not available. So do you want to check duplicate basis on the blank fields? If you want to do so, you can check this checkbox. So it means you can have only one record with blank name. If you create one more record with blank name, so that will be considered as duplicate. Right. So I am leaving it as uncheck and I'm just going to save it. And you can see we can pick multiple fields as well if you want to have another field. And by default here we have end. If you click on add filter logic, so you can just change it like one and two or you can write one or two like that. So this filter logic you can modify as per your requirement. So right now it is not required. So I am ignoring it. And here I'm just clicking on save. So here you can see matching rule is created. Right now it is inactive. So if you want to use your matching rule, so you just need to click on activate and click on OK. Right. So once your matching rule is activated, so you will receive an email as well. You will receive the email like locked in user will be receiving the email. Now if I go to duplicate rule and here is our duplicate rule. So I am opening it. So here you can see our matching rule is by default mapped because we created matching rule through duplicate rule. So it is available here. So all the configuration you can see here. So here you can see rule name is available. Object is available. Record level security is enforced sharing rule. Action on create is allow. Add it allow. So you will see a warning but you can create duplicates. Then this is our matching rule. Right now this duplicate rule is inactive. So that's why it is unchecked. So if I click on activate, so it will be checked. And if I go to right hand side. So here also you can see these settings are available. Then matching criteria is also available. Okay. So this way you have all the duplicate rule options available. So someone there are lots of question like what is the difference between duplicate rule and matching rule. So duplicate rule provides all these configurations whereas matching rule just provide the matching criteria for duplicate. So matching rule just contains the matching criteria and other features other options are available on duplicate rule itself. Right. So now I'm going to activate it. So you can see a duplicate rule is active now. Okay. So now if I go to the application and if I try to create new student record, so here you can see we have a student record named as STD1. So now I'm going to create one more student record with the same name. Let's see what happens. So I'm filling this name and I just clicked outside. I just filled the name and I clicked outside. I didn't click on save or any other button. And here you can see it is showing you the warning. Similar records exist. This record looks like an existing record. Make sure to check any potential duplicate records before saving. And here is a link available if you click on it. So it will show you all potential duplicate. So we have this S hyphen 001. This is already available with the same name with which I'm trying to create new record. Right. So this way it will show you duplicate warning, but it is just warning. You can see this is the warning message because what we set in duplicate rule allow on creators allow. So it will show you warning, but you will be able to allow duplicate record. So I'm just clicking on save. Here you can see we are having a validation rule so I need to populate entrance code and then I will be able to save this record. So it is showing duplicate warning again, but if I click on save, so I will be able to save the record. Right. So you can see a new record is created and now we have two records with same name. So this way our duplicate record, sorry, duplicate rule works. So I hope you understood the whole process like how we can configure a duplicate rule, how we can configure a matching rule, how we can connect both, how we can activate them, and how we can create a record which is duplicate, but we selected action on create as allow. So that's why we are able to create that record. Now I'm going to edit this page and this time I'm going to select block. Right. And I'm going to save it. So here you can see action on create as block. Right. So it means if you try to create duplicate record, so you won't be able to create that. So I'm going to refresh the page. So page is refreshed and I'm clicking on new, clicking on next. So again, I'm filling the same name and I clicked outside. So this time you can see it is showing we hit a snag. And it is in red color. Right. So this message is showing like you are trying to create a duplicate record and duplicate record creation is blocked for this object. If that matching rule criteria matches. So we can just click on this view duplicate so that we can view duplicate records. So right now we have two duplicate records, zero one and zero nine. So both are available here. And if you click on save, so it is giving me validation error. So I'm just filling the values. It will still give me error. Right. So if I click on save again and again, I won't be able to save this record. Right. So this is the feature. This is the use of block feature that is available with duplicate rule. Right. So I hope you understood this. Now quickly I'm going to take the questions. Just a request, please don't type the questions which are already being asked. And I think I already explained the difference between matching rule and entry criteria difference between sharing and like enforced sharing rule and bypass sharing rule. This I already explained. Then I explained difference between matching rule and duplicate rule as well. One question is, is matching rule compulsory for duplicate rule? Yes. Without matching rule, a duplicate rule won't be working. Is it applicable for only primary keys field like student ID? No. So student ID like that is auto populated and it is already unique. So you cannot use that. So auto number fields you cannot use. Record ID field you cannot use. Between these two, which one is better for duplicate record? So Sunil asked this question. So I didn't get your full question. Sunil, can you just type it again? So just defining duplicate rule is enough and we can avoid defining matching rule. No. If you are writing duplicate rule, so you need to write matching rule as well because through matching rule you are able to check the duplicate value. Firstly, we should see the default duplicate to make sure that is not included or need. So if there are standard duplicate rules available, so you can just see whether they are meeting your requirement. If not, then you can create custom. Is duplicate rule similar to primary key? You can say like it won't allow you to create duplicate rule. But not exactly primary key. Primary key concept is different. Will these duplicate rule also be valid on data upload? Yes. Then can we customize this error message or it is out of the box? Yeah, it is out of the box. Is the record type is different or created by user also different than it is effect on duplicate rule? I don't think so. It depends on whether you are able to access the record or not. So it will be decided by those two options enforced and by far sharing rule. Then Suraj is asking a duplicate rule applicable on object with data type as text. So you can see like if you go to this matching rule and in this matching rule you will be able to see the fields on which you can apply. So I am deactivating it. So right now I am not able to modify this. So whenever you clone it, so let me clone it. And here you can see all available fields. So auto number fields are not available here. I think formula fields won't be available here. So you will see a few type of fields where you will be populating values like user is entering the values. So those fields you can see here. So whatever fields are available here basis on that you can check like auto number is not available, record ID is not available. So those you won't be able to select here. Then when we create any record in Salesforce we get unique ID. So how we can say that it is duplicate. So Ashish we are checking duplicate basis and other fields not on unique ID. So we already know like IDs are unique and that is available for each record. But apart from ID we are trying to match like whether two records are having same data in particular field or not. So this is our requirement. Like in real time scenarios like if you are providing your information twice so you will be having two student records with two different IDs. But we don't want to do that because all the information are same other than that unique ID. So why to have two records? So that's why we are applying this duplicate check. So Ramya is asking on which criteria you are doing duplicate rule. So we have to create matching rule. Yes. You were able to save the duplicate record by bypassing the warning. Yes. So bypassing the warning because I just selected that option action on create. If I go to duplicate rule so here you can see we have this option action on create. So if you select allow so you will be able to create record. You will see warning message. If you select block you won't be able to create record. It will give you an error message. Okay. So let me take a few more questions. How many duplicate rules are used for any particular objects? So your limitation you can search on Google. I think there is limitation so you can just search. Otherwise I will search and provide that in the FAQ document. What is the better practice to using block or allow? So it totally depends on the business requirement. It is not part of best practice so it will be depending on the business requirement. But the same student name multiple students second be there So this I took for example so generally we won't be using student name instead we can prefer student email ID or phone number. So that information which will be unique like email IDs will be unique for users and phone number will be unique so those you can pick for real-time scenario. So I just took name and name as an example. It will be depending on the business requirement. So other example so I already explained you if you take any other example so again you just need to pick particular fields where you are filling duplicate information. So I just picked name for checking duplicates you can pick email phone number or any other field as per the requirement. So Mary is asking if two brothers are there and their email IDs are same so what you can do you can compare them with two fields then like their name and email ID so those should be different. So this way you can create some combination if I have two duplicate rules so first like it will be checking one by one both errors won't be coming together and like as part of best practice always create one duplicate rule for one object otherwise it will be contradictory. Okay, so Roshan like for this topic knowingly I took the question and answers here because in today's session we have small, small topics and if I take all the questions late in the end so that will be a total mess so that's why today I just took the questions as I completed the topic. Manan is asking map means matching rule is mapped to some duplicate rule yes okay this you answered for Ilyas right okay is there any order for the duplicate rule to give error no if you create multiple so there won't be any order Manan so I think I answered all the questions so this topic is now complete so let me just jump on another topic so next is activities this very easy topic so under activities we have four options task, event, call and email right so these four options are available with activities so you can choose any option whichever you want to use so if I take you to the org and if I open any of the record so on standard object sorry on custom object you won't see any activity component here but if I take you to the standard once so I am going to open sales application so under sales application if I open accounts tab so here you can see lots of records are available but in recently viewed we have only two if I click on any record so here on standard object you will see this activity component and under this activity component we have four options new task, logger call new event and email right so these are like separate objects which are related to this account object so like if you have created any account record in real-time scenario and like if we take example of any business like you as a sales rep is working in an organization in that organization you just created one account record for any other organization and you just want to assign that account to particular user as a task so that they can follow up with that account organization so what you can do just click on this creator task here you can fill some required information like you need to follow up on call then you can just decide due date let's say 10th here you can search information and here you can search the user that is available in your org right then you can choose the status anyone and then you can click on save so this way a task will be created under this account record and this task will be assigned to particular user and that user will get a notification email so here you can see task related information is available so subject due date priority status everything is available right so you can see task is available as a tab so it is a particular object and if you go back to this account record so here you will see these activities under task similarly we have logger call so if you are making a call with that account organization you can make some notes here so you can just create a record for logger call so here in the comment section you can just write whatever you have discussed with that client and you can just save the record then if you want to create new event like if you want to schedule some meeting for particular date and you can select particular time start time and time right so you can create this event record as well and if you want to send an email so here we have this pop-up available here you can type to like to whom you want to send the email subject and here like you can just enter whatever message you want to send right so here you can see this rich text block is available so here you can just type your message and your email will be sent whatever email ID you will be typing here so like later on after the session you can just practice all these things so for standard object these activity options are available but for custom object these are not available by default so what we need to do so just go to object manager and you need to search for student object and here you will see this option track activities right it is not checked so what we need to do so if you remember at the time of object creation I told you like some of the settings we will be checking later on so this is the time we are going to check this track activities so I'm just clicking on edit and if I scroll down so here you can see these are optional feature and I'm going to click on allow activities and later today I will be explaining how to track field history then I will be enabling this check box as well and next week when we will be working on reports and dashboard then we will be enabling this check box so right now I am enabling allow activities only so I'm going to click on save so here you can see this track activities option is checked let's see whether on student record we will see activity component or not let's refresh the record and here you can see activity component is available right so yesterday I gave you one task like you need to place activity component on student record page so now I think you will be able to do that right so if you enable that checkbox so that component will be available on the record page automatically now if you want to configure this so you just added your record page and you will see it so I just added it and at right inside you can see your activity component is available right and from here you can also drag and drop your activities component so if due to some reason on your record page activities component is not available so it is available here as standard component you can just drag and drop it so I'm just leaving it as is so this way I already demoed you like what is new event new task log a call email so all these options will be working same for this student object as well so you can later on explore this right so this way you can place activity component and this is important to know because one more feature that we will be discussing so it's related like it's related information will be available in another component that will be known as chatter so with this activities we will be placing chatter component so whenever we will be enabling chatter related settings so that component will be available here automatically right so moving further now next topic is feed tracking okay so we need to discuss about this so let me just see whether there is any questions so there is one question is it possible create duplicate rule using another way like using workflow process builder or flow yes we can create duplicate check through flow and trigger as well when I answer to your question can we add activities to custom object this I already demoed then so simi is asking are these global actions or object these are object specific actions right if you want to see global actions so global actions are available here if you see this plus sign so here you will find these global actions so global actions are not related to particular object so you can just click and from here you can fill the information and new record will be created and let's say you are creating new event so this record will be available under event object right so if you click on this plus icon you will see all the global actions okay so I think Sures I already answered to your question from yesterday's exercise now you will be able to place activity component and chatter component will be coming soon like when we will be working on this feed tracking so you will see that chatter component as well Pooja is asking if I add 10 user and I want all 10 user to assign same task automatically no one task will be assigned to one user and if you want to assign same task to 10 user what you can do you can create a public group so we have a public group option and then you can choose that public group so that you can assign one task to multiple users so Mary yes so when you are creating custom objects so you need to check that allow activities so that activities component will be available on the page so Jaya Tushar when you check that track activities checkbox so it will be available on the record page automatically so smile I am like clearing the doubts once I complete particular topic because in today's session I have small small topics so I am just changing the format little bit so that I can clear the doubts immediately yes umka you can say like this is similar to quick action but this activity of a component that is available on the UI this activity component is object specific and if you click on this plus so these are global actions which are not specific to particular object okay so I think yes Roshan event and task has relation with other object they are child for a particular object on which you are creating task or event thank you Harish so I will be mentoring nine people those are signed by Salesforce I am going to explain quick action global action yeah so maybe like when we will be working on flows so there I will be using this action thing so I think there I will be explaining them Simi is not getting these options so Simi just to revise like you need to go here and you need to enable this checkbox and if still you are not able to see this what you can do go here and click on the gear icon and then click on added page and if you added the page so on left hand side you will see this activities component so you can just drag and drop it so if you drag and drop it so it will be available like this right and if you want to have tabs so first you need to drag and drop tab then only you will be able to place that but as of now just drag and drop activities otherwise if you added I think you will be able to see that you don't need to drag and drop it okay so now moving to next topic so next topic is feed tracking so let's understand what feed tracking is so basically feed tracking enables to track changes of selected fields and related record fields as well so if you want to track like who changed which field sorry what was the old value and what is the new value right so if you want to maintain a track of that change so we have two options in which first is feed tracking and another is field history tracking so right now I am going to show you how we can enable feed tracking and if you enable feed tracking so you will see one more component on the UI that is chatter component and in that chatter component all the changes will be tracked so you will see old value you will see new value and you will see who changed that value right so let's enable feed tracking so that we can see how we can track the changes of particular field on particular record so first of all you just need to go to setup and here you need to search for feed tracking so here you can see we have this option feed tracking if I click on it so here feed tracking option is available and we have list of objects as well so for few objects you can see for account two fields are already enabled if I click on it so here you can see feed tracking is enabled and we can just see the changes of these two fields only so if you want to modify this feed tracking for standard objects so you can do and you can select up to 20 fields this is the limit right and if you see at bottom you can also select related objects changes now I am going to show you how you can enable it for student object so here we have our student object for which feed tracking is not enabled so here I am going to enable this check box so I can just select up to 20 fields right so I am selecting age I am selecting father name name salesforce role phone email so I am just selecting these random fields so if you go to the exercise and here you will see I just mentioned apply feed tracking on a few fields few fields means you can select any field for student instructor and class object so I will be demoing you it on student object but when you will be practicing so you can enable it for three objects student account sorry student instructor and class and let me just add one standard object as well so you can just try it for account as well right so now I am going to save the settings so here save button is available I am just clicking on the save button so you can see your changes have been saved so for student object this feed tracking is enabled on six fields right now if I come here and refresh the page so we need to have chatter component here which is not available right now so I am just going to edit this page so you can see on UI it was not available but when I edited the page so this chatter component is available automatically right so sometimes like Simi was facing this issue so if you are not able to see activity or chatter component on the UI so what you can do you can just open any record and you can just edit that page and you will see both together right now I am moving back without saving so now you will see both the components together on the UI so here we have activity and here we have chatter right and we just tracked six fields so here we can see the name of fields right so now I am going to change the name of particular student so here you can see I have name as STD1 so I am just going to fill as STD2 and I am clicking on save so at right hand side you can see under post section here it is showing Sanjay Gupta updated this record so this is a user name and here you can see it is showing which field changed field is name and its old value was STD1 and its new value is STD2 so this way you will be able to see these changes now this is kind of a chatter so if other users accessing this record so they can just hit like they can just comment on this post so this change is basically available here as a post similar to like we post something on LinkedIn or other social media platform so this chatter component is having similar behavior if you want to share some update directly so you can post here so if I want to post high and click on share so you will see one more post is available here so now we have two separate posts this is one post and below you can see the older post now here you can write comments as well and if you want to tag someone so you can just write at the rate and you can search so I have test user so I can tag and comment it so this way if you want to comment any user in the comment section you can and if you are sharing any update here and you want to tag someone here you can so this way you can post messages to this chatter component so this chatter component is having multiple functionalities so we can write any comment or we can post any update related to this record so you can see all these changes are available on to this record if I go and open any other record so if I open this one zero two so here under this chatter you won't see anything so chatter information are specific to particular record as well as activity so both activity and chatter are related to particular record and you will see that under particular record and if you change any field so that feed tracking will be available here as well right so I hope you understood the requirement now let me see if we have any question so Pooja is asking how to create public group so to create public group you can just search public group here so you can create new public group and you can add users to this public group so Sneha is asking what is the difference between feed tracking and field history tracking so I just explain feed tracking history tracking I am going to explain after this feed tracking is enabled by default for some of the standard object not for all so from that list you can see so Ashish I already showed you the use of chatter component it is for communication purpose for that particular record so Sunita field history tracking I am going to show you after Q&A so who will see these changes can be sent email so these changes can be seen by the users who can access the record so those users who can access the record can see all the activity and chatter related thing so if you have access to record then you can see the chatter Mary so basically other users have to go to the record to see the changes so if you tag someone so they will receive alert as well so if you see at top right corner we have this notification so if you tag someone so they will receive notification here chatter with external users such as inner user so if you assign chatter so they can just interact with chatter if you have full license of sales force then you can see the record as well as chatter information so Sheetal I already showed you like at top right corner you have notification bell so if you tag someone so if you log in with that user that user will be seeing notification that notification bell yes Mary chatter is component so it is not used for creating record working with record so there you can just post some updates only Vishal permission said we have not discussed as of now field history tracking Rahil I am going to explain can we edit name of existing list view no we cannot how many maximum fields can be added in feed so I already showed you 20 fields we can add I won't be able to add chatter on master detail object so you just need to enable feed tracking then only you will be able to ok so I think I covered all the questions right so now I am just moving to next topic which is field history tracking right so it will be interesting to see the difference between field history tracking and feed tracking so let's first see what field history tracking is so field history tracking enables to track changes of selected field so it is similar to feed tracking but changes are shown in the history related list so if you enable feed tracking so the changes you will see in the chatter component but if you enable field history tracking so the changes you will see in the history and it will also show you old value new value and who changed right so now again you will be asking like when to use which feature so it will be depending on the business requirement so you as a consultant you can show both the features to the client and as per the business requirement they will say like we want field history tracking or feed tracking right so both kind of same but the changes you will see at different places so now I am going to show you how we can enable field history tracking so if you want to enable field history tracking for student object so you need to go to object manager then from here you can search for student object just open it and click on fields and relationships you need to click on fields and relationships and you can see like while explaining creation of field I explained you the use of new deleted field field dependencies and I told you like later we will see set history tracking so today is the day like we can learn about this so I am clicking on it so here you can see we have the list of fields that we can track so here we have two sections for few fields we can track old and new values but for few fields we can track changes only we cannot see old and new value and these fields are text area long and text area rich so in these fields we can have lots of information so that's why we can track whether this field information is changed or not we cannot see old and new value right so what I am going to do I am going to enable few fields right so I am going to enable these six fields and I am clicking on save right now I am going here okay before that if I open any record and go to related list so here we don't have that related list so what we need to do after enabling this history tracking after enabling this history tracking you just need to go to page layout so I am going to open a fresher layout first so here we need to add the history related list where we will be tracking the changes so here you will see this option related list if you click here okay that related list is not available here so if you want to see that history related list what you need to do I just missed one step you need to go back to details and here you need to enable this option track field history if this option is enabled then only you will be able to see that related list so now what you need to do click on edit and from here you can enable this checkbox track field history right so it is available under the details of this object so I am just clicking on save so what I did I just clicked on details and clicked on edit and then I just selected this option track field history right now I think that related list will be available automatically okay so I am just going to select fresher record okay that related list is still not available so what we need to do we need to configure the page layout so I am moving to page layout opening fresher layout now from here I am clicking on related list yes so here you can see this student history related list is available earlier it was not available so now what I need to do I am just clicking and sorry I am just clicking and dragging and dropping it here at the bottom so you can see now we have three related list and I am clicking on save and I placed it on fresher layout if you want to place it on experience layout or student layout like we have three layouts I just modified this fresher layout right I did not modify experience and student layout right so what I need to do I need to go here and from list view I am selecting all freshers and I am selecting this 05 moving to related and refreshing the page so here you will see student history related list under related so you can see now we have three related list okay now if I change something on the detail side so if I change the name let's say STD 5 and I am going to change Salesforce role skill set and I am going to save this record if I go to related so you can see here we have this student history so I just dragged six fields from those six I just modified two those I dragged so name I dragged so it is showing the name of user who changed original value and new value original value means old value and for Salesforce skill set it is a pick list multi select pick list so in that case also it will like show you this entry but original and new value won't be available so for rich a text area rich text area long and multi select pick list you won't see these old or new value but you will surely see an entry so that you can make sure something changed in that field right so this way if you enable field history tracking so at this place you will be able to see the changes right so if you enable feed tracking so changes will be available under chatter if you enable history tracking so changes will be available under this related list so Mary is asking can you enable both in a new project and later change to use one or other so we can enable both at same time so you can see for demo purpose I enabled both so you can see I changed name from Dennis to STD-5 and role from blank value to admin so both changes are tracked here as well under the chatter so feed tracking is working as well as field history tracking is also working okay so I hope you understood the difference now if you have any question you can ask no Bishal it won't be impacting performance because it is a feature added feature so if you are not enabling feed tracking still you can use a chatter so if you don't enable feed tracking still you will be able to use the chatter component so so Keshav we don't have any limitation like if you go here so we don't have any limitation so you can just try and check all the checkboxes I think you will be able to so there is no limit here so I am checking all the checkboxes and I am clicking on save okay so there is a limit so it is again 20 okay Simi so maybe you can reach out separately on LinkedIn or through other social media platform so I will be able to help Vinayak is asking is it possible to know how many fields are there in a particular object and which field are not used and which field are used so if you want to see the list of available fields so those you can see under this fields and relationships so all the fields are listed here and if you want to check whether they are placed on the page layout or not so that you can do by opening the page layout so there we are when to use feed tracking and when to use field history tracking so this I already answered it will be depending on the business requirement so you can explain both the features to the client as a consultant and then client will be deciding which feature they want if it is managed package what about limitation field list so if you are installing managed package then the objects which are coming so they will be already having field history enabled right so they will be applying the limitations by default you don't need to you won't be able to manage those so I think it will be history tracking will be stored for 6 months I am not sure I will check this is good question like how long this history tracking will be stored so I can remember 6 months but I am not sure so I will research and I will be answering this question in that FAQ document no so no we cannot okay so you are asking about feed tracking so can we show the parent feed tracking no we cannot show this is not possible because feed tracking you can show on that particular record only it cannot go to child automatically right so now moving further so we have one more topic that is setup audit trails so it is very easy but you need to know it so it shows a list of changes done by user in the org in different components so one can download past 6 months changes right so for example suppose by mistake you have changed something right and your project manager or your team lead want to see like who changed this particular item so what you can do under home you can search for view setup audit trails if you search for this option so here you can see all the changes that we are doing on regular basis they are available here so you can see we change student page layout we track history for this field on so everything is available then section like custom object track for history everything is tracked here and then the username who is changing this right so all these information is tracked here and if you see at the bottom so we have this download option available so you will be able to download this information right so this way I hope you understood the use of view setup audit trail to download so it will be available in excel format right and when you have downloaded so you can just explore who changed what in which section so this way you can just explore so this is all about today's session and I have mentioned few exercises as day 7 so you can go through and practice and I already told you those who joined late like we covered 2 weeks today so all the admin concepts we have covered so far and next week I will be explaining reports and dashboard then we will cover data security and then I will be explaining end to end project so I have a use case that we will be implementing together so I will be implementing in my system by sharing my screen and together you can also implement and in those sessions Q&A will be together like as we did today so this how to enable audit so this is enabled by default so now those who want to leave the session so you can go and next session will be on Monday so I will be placing the link for that session in the sheet so I am now like checking the question so that I can answer how can we create users for X you take one user and feed tracking so this I already showed you in the day one session like if you search for the users in the setup from there you can create new users yes so this audit trail is by default on Amir is asking what is restriction rules, scoping rules on object so this we will be covering in the data security part I will add these things in rule and scoping rule do we have any audit trail field like we can set up in field no how to enable audit trail it is by default enabled Phiros no I don't see like address validation out of the box because we can see only three still I will research like if there is any standard available so I will let you know how can we create users yes like how we can create users so you can search for users option under setup and through that you can create user if you have not created any user yet so Sarita if you want to clarify your doubts so you can ask your doubts under the comment section of that particular video and you can ask questions on LinkedIn as well I just shared my credentials so you can see you can follow Sanjay Gupta Tech School on LinkedIn as well you can ask there but it would be better if you join the session and ask questions here otherwise on that video you can ask the question in the comment section yes Amir I already told you restriction rule and scoping rule I will be adding in the sheet will cover them so Swargaam I think those user won't be having Salesforce license so you can create user with Salesforce license then you will be able to take them sure Amir I will be adding those features so no we can create two users with Salesforce license okay so I think I answered all the questions so thank you so much for joining today's session and we'll connect on Monday again thank you so much